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Bonuses | Contest | Trips

AmericanNational-AnnuityBonus-2022 (pdf)Download
AmericanNational-LifeBonus-2022 (pdf)Download
EquiTrust-JACKSONFLYER (PDF)Download
Guggenheim-Bonus (pdf)Download
Royal-Neighbors-2022 (pdf)Download
SILAC-Tanzania-2023 (pdf)Download
Petition for Liquidation FAQ 11 1 22 (pdf)Download
Petition for Liquidation 11 1 22 (pdf)Download

NEWS | UPDATES

QLACs-Know-the-Facts-Flyer (pdf)Download
Time-Compounding (pdf)Download
Inflation-Protected-4-percent-COLA-income (pdf)Download
Annuity-vs-Bank (pdf)Download
Interest-Income-10 (pdf)Download
FIACAPLOCK (pdf)Download
2022-Retirement-Quick-Check (pdf)Download
FSDBRO-2022 (pdf)Download
MYG-Annuity-Rates-June-14-2022 (pdf)Download
UPDATE-July13-2022 (pdf)Download
MYG-Annuity-Rates-July-13-2022 (pdf)Download
HotList_November_2022 (pdf)Download

FSD Internal SpreadSheet & Top Info - FSD Agent USE ONLY

PDF Files

ltc-aNNUITY-sPLIT (pdf)Download
AnnuityExpertsWeb (pdf)Download
SPIA-Liquid_UOO_incomeaccess (pdf)Download
LTC-Annuity (pdf)Download
AN-Income-Rider-CP-F-60a (pdf)Download
FIA-With-CAP-UP (pdf)Download
WonTheGame (pdf)Download
2021-Tax-Reference-Guide (pdf)Download
Monthly-Interest-Payments-Equivalent (pdf)Download
TheCure (pdf)Download
Small-Term (pdf)Download
R-NA-5-3-10-May22 (pdf)Download
2022-WS-Tax-Guide (pdf)Download
Sagicor-At-A-Glance (pdf)Download
Sagicor-SPIUL-Sample (pdf)Download

Social Post PDF .

Quick Links: Annuity Ownership | Tax Reference Guides | .

Owner-Based-info (pdf)Download
Annuitant-Based-info (pdf)Download
Annuity-Titling (pdf)Download
SPIA-APLUS-INCOME (pdf)Download
MYGA-Monthly-Rated-Rates (pdf)Download
Truth-About-Annuities (pdf)Download
GaryMettlers-Stretch-IRA-Alive-and-Well!_05.27.2022 (pdf)Download
Monthly interest per $100,000_4-18-11 (pdf)Download
ClearSpring-Financials (Pdf)Download
ClearSpring-MYGA-Interest (pdf)Download
HotList_October_2022 (pdf)Download
Gary-Mettler-SPIAs-Pensions-and-Marital-Property-01-12-2023 (pdf)Download
HotList_March_2023 (pdf)Download

Tax Reference Guides

2023-tax-reference-guide-dist (pdf)Download
2022-WS-Tax-Guide (pdf)Download
2021-Tax-Reference-Guide (pdf)Download
2020_Tax_Reference_Guide (pdf)Download
2019_Tax_Reference_Guide (pdf)Download
2018_Tax_Reference_Guide_WS (pdf)Download
IRS-Rules (pdf)Download
Partial 1035 Exchange rules (pdf)Download

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    FSD Financial & Insurance Services 

    CaliforniA Insurance License #0B67385 - 

    NON RESIDENT LICENSED IN AL, AZ, CO, CT, FL, HI, ID, IL, IA, KS, LA, MD, MI, MO, NV, NJ, OH, OK, OR, PA, TN, TX, VA, WA, WI


    Copyright © 2022 FSD Financial Services - All Rights Reserved.

    Information enclosed is subject to change anytime - Withdrawals prior to age 59 1/2 may be subject to a 10% penalty tax. Disclaimers

    Website by Jeff Affronti 

    FOR AGENT USE ONLY - CA Insurance License #0B67385

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